OAS
CCK icon

Optivise Advisory Services’s Crown Holdings CCK Stock Holding History

Optivise Advisory Services’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,282
Closed -$220K – 202
2025
Q3 		$220K Buy
+2,282
New +$229K 0.13% 174

Other funds holding CCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optivise Advisory Services's CCK Position: Q4 2025 in Review

Optivise Advisory Services sold out of Crown Holdings (CCK) in Q4 2025, closing a stake of 2,282 shares — an estimated $220K sold.

Optivise Advisory Services first reported a position in CCK in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 647 funds tracked by Wall St. Rank hold CCK as of Q4 2025.

  • Optivise Advisory Services reported no remaining Crown Holdings position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,282 Crown Holdings shares in Q4 2025, an estimated $220K.
  • Optivise Advisory Services first reported a position in Crown Holdings in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Crown Holdings position peaked at $220K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.